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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,923 | $92,766-13.8% | $82,763-3.4% | $134,545-40.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -9.15% | 946.97%-956.1pp | 702.45%-711.6pp | 418.37%-427.5pp |
| Employer contribution / active EE | $2,771 | $3,273-15.4% | $3,008-7.9% | $4,742-41.6% |
| Participant deferral / active EE | $2,771 | $4,802-42.3% | $4,395-37.0% | $6,401-56.7% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |